Category: Implement

The core components of a complete CMMS system

I am lucky to work for a company that dominates the Vietnam market when it comes to CMMS implementation. Because of that, I have the opportunity to talk and work with nearly every company that is using Maximo in Vietnam (and some companies using other CMMS software too). Often the case, when I talk with a company, they usually ask me to assess whether their Maximo or CMMS system is complete. Obviously, different people will have very different opinions on what it means by a “complete” CMMS system. But, after many conversations with my client, I come to understand that what they really mean is to have a look at their system, identify the key areas that the system is missing, and advise them on what can be added to make the most out of their CMMS system.
The answer to the question almost always points to data. One of the reasons why implementing CMMS is often more difficult than implementing ERP software is that CMMS requires data to operate.To implement a typical ERP system, which includes standard processes such as finance, accounting, inventory, purchasing etc., your focus is on setting up the application process and functionality. In terms of data, your work is to set up the right metadata and settings such as Chart of Accounts, Master Item, People list,
Companies list etc. In contrast, when implementing a CMMS system, application setup is only half of the work, the other half is building data for the software to work. The data in this case must at least include asset information and preventive
maintenance data.

Building maintenance data requires knowledge and
experience in several different engineering disciplines such as Electrical,
Mechanical, Process, Instrumentation and Automation. However, since most of the CMMS implementers are IT companies, they often leave the job of building data to the client and focus on implementing software only. In other words, maintenance data is considered out of scope. In this case, in many projects, the client is responsible for providing whatever data that they have, and the implementer will simply help to upload the data into the system. This leads to a problem due to many clients do not understand what a CMMS system can do to help them with their O&M processes. Thus, they only provide the existing data that is readily available in Excel/Word formats which their O&M team is using for
their daily activities. The data typically only contains Asset Register, Work Procedures/Plans, Preventive Maintenance schedule. Many other critical pieces of information are often missing or left incomplete. These include asset – spare information, documentation, drawings, and a detailed work plan which includes labour, material, and tools. With this information available in the system, it will greatly help the O&M team to improve productivity and realize the full potential of the system.

To jump straight to the point, I will point out several areas that an operator should look at to ensure that their system is “complete”. This covers both software functionality and data, but when looking at this, you can easily identify the pieces of missing or incomplete data in your system and be able to do something about it.
  • Asset Register and Hierarchy (data): this is the foundation of Asset Management software, without this, it is not Asset Management software. If you are actually using the software at all, it is something else, like Inventory management software, or Job Card tracking system. But even in the case you are just using the software to manage Job Card or Work Orders, you won’t be able to track down the status, operating/maintenance cost, work history of each component of your plant.
  • Work Management (function): this is the core process of Asset Management software. You should be able to use it to track all preventive
    and corrective maintenance work activities of your plan, you should be able to raise work/service requests and monitor/follow-up on the request to ensure it gets done.
  • Failure Codes (data) and Failure Reporting (function): the biggest
    benefits of CMMS software is it allows you to carry out details analysis of
    your work, identify the “bad actors” in your plant, and do something about it
    to make these pieces of equipment “less bad” or become a superstar actors like Tom Hank or Leonardo DiCaprio. Without a good Failure Codes structure and comprehensive reporting, you won’t be able to identify the “good” or the “bad actors” and analyze the reasons that make them “bad”. This piece is in fact the cornerstone of a good reliability maintenance program.
  • Inventory Management (function): many of our clients don’t
    use Maximo to manage their inventory transactions as they already use other software to handle this task. However, even in that case, they should at least have the list of inventory item codes (Item Master) in the software and provide the ability for the O&M engineer to view current inventory balances. This will allow them to plan and request material for maintenance work.
  • Asset-Spare correlation (data): for each major piece of equipment, you should have the list of spare parts associated with it. This data must be “smart”, by that I mean each part should be linked using a unique Item
    Master code. Providing the data with just a description of the part and part
    number is not sufficient. When an engineer needs to fix a pump with a broken bearing, he should be able to find the record of the pump in the Asset module, see the list of spare parts of that pump, identify the item code of the bearing that needs to be replaced, and quickly identify whether that bearing is available in stock, or if it is being requested/purchased and when it will be
    delivered.
  • Asset O&M and related documents (data):  this data can be easily provided and uploaded to CMMS software and linked to specific assets. As such, there is no excuse for not having it available. The engineers should be able to quickly find O&M documents or drawings related to a piece of equipment by looking it up through the asset record in CMMS.
  • Job Plans and Preventive Maintenance Plans (data): without
    this data in CMMS, you do not have an effective preventive maintenance
    organization and I’m pretty sure that your plant is not in good shape.
    However, even if you have it, you should look closely to see if the Job Plans
    contain detailed planning information including Labor, Material, and Tools.
  • Labor plans (data): you need this data if you want to set a standard ‘budget’ or based line on what kind of people with the right craft/skill, and how many hours required to complete a job. With this establish, you will be able to identify if the productivity/cost of your maintenance team is above or below expectation
  • Material plans (data): this costs of lot of money and requires a lot of time to prepare/acquire from vendors. Thus, you want to have this information in your work plan to ensure the most effective and efficient work scheduling and execution.
  • Tools plans (data): you don’t want your crew to arrive at a remote work site, carried out all of the preparation/safety measures, shut down and open
    the machine just to find out you need a special tool to carry out a specific
    task. As such, a job plan should contain information on whether any special
    tools required for the job so that your engineers can plan ahead and be
    prepared.
The areas I point out above are only the core components that you should look at to assess and identify the missing pieces if your system is pretty new. This applies to many operators in Vietnam at the time of writing this article. Mature companies often have all of these pieces before or not long after commissioning CMMS; in this case, they will move on to expand the functionality to other areas such as safety, management of changes, RCM/RBI, mobility etc.This is just my own view based on the experience working with the companies in this market. You may have different perspectives on this. If that is the case, I would love to hear from you so that I can expand my knowledge on this topic.

Maximo Immersion Training Video Recordings (Vietnamese)

When I started working with Maximo, my supervisor gave me a bunch of training books. The books are created by MRO (the company which owns Maximo before it was acquired by IBM) to provide its customers and business partners basic training to get started with the software. 
The first book I had to read is “MED 0146 – Immersion Training for EAM” written in 2008 for Maximo v7.1. This book is 900+ pages long and is provided as the material when you take the 5-day immersion training course. The problem with following tutorials in the book is that it starts with the basic applications on the first few days, and only at the 4th or 5th day, it starts to connect different concepts to build a complete picture of how an O&M organization can organize its data and processes in the software.

So for the first few days, I was doing the tutorial one by one without any understanding of the whole high level concept.

Later on, I realized that many of my colleagues who joined the company before me had to take a lot more time, some took several months, some took a few years through real project experience to really pick up all of the core concepts in Maximo. There are two reasons for that: first, some of them are not very comfortable reading such a large book in English all day long with all of the technical IT and Engineering terms that they are not familiar with; second, with a huge amount of detailed information and fragmented content, it is more difficult for them to relate the concept to real world examples.
After a year working for the company, I took on the responsibility to recruit and train new technical consultants. So to speed-up the learning process for the new employees, I created a 2-month training plan which covers key objectives as follow:

  1. Able to install the software
  2. Know all core software functions (core processes & concepts such as asset, work, inventory, job plan, preventive maintenance, purchasing, and contracts)
  3. Know how to configure the software (organization /site configuration, security administration, DB configuration, application design, and workflow configuration
  4. BIRT report design & development
  5. Java customization
To help the trainees with having a basic understanding of the core concepts first before they have to dive in into the detailed information covered in the book, I had to setup workshops to run through with each guy to show them the software. It is a condensed version of the core team training class which we usually given to our customers during the first phase of a Maximo implementation project.
Later on, I found that this method takes up a lot of my time because in most cases, we only hire one or two new guys at a time. And I simply cannot find the time give them a few days one-on-one training session every time. Finally, I came up with the idea to record myself giving a presentation to various software functions and how it can be applied in practice. For each of the new employees that we recruited, I simply give him the copies of the recording to watch and learn at his own pace. For each objective, I only have to setup a review session which normally takes a few hours to review and make sure the learner understood the core concepts and be able to relate with real world examples. By doing it this way, after only two months, we were able to formalize the training process and able to bring new employees with no previous experience with Maximo up to the level of competency that we are comfortable to assign them to real implementation project and able to give customer professional level consulting service.
Below is the links to the recording of me giving introduction to Maximo business functions. It corresponds to Objective 2 which I considered the most important topic that every technical consultant must have deep knowledge on. It can also be used by Maximo users or people who are interested in knowing what the software can do.

Links:
01 Basic Navigation: https://youtu.be/1yYXam_mKIg
02 Asset Management: https://youtu.be/hlnU-bmOU74
03 Preventive Maintenance: https://youtu.be/PYs2CDzdPoc
04 Work Management: https://youtu.be/ob0OnJ7jw0o
05 Work Request: https://youtu.be/FS7KUZT19dw
06 Inventory management: https://youtu.be/523qaQeL7LQ
07 Inventory Issue, Transfer: https://youtu.be/CCBVSYlc6zs
08 Purchase Requisition: https://youtu.be/Yr2vx3ZqyuE
09 Request for Quotation: https://youtu.be/E-NTu1xZ6EQ
10 Purchase Order, Receipt: https://youtu.be/hl1OSsIp4Cg
11 Invoice Payment: https://youtu.be/swKUm7m6uAY
12 Blanket (Framework) Contract: https://youtu.be/Trqsfb-m7do
(Bonus) Full End-to-End Process of Maximo: https://youtu.be/uq3MCOjD41M

The links below are for basic training on how to configure the software to address specific client requirements. This part corresponds to Objective 3 of the training course. This targets the implementers or administrators who need to modify the software to address specific requirements from end-users.

Links:
01 User & Security Administration: https://youtu.be/qmrq2hSQk2Q
02 Database Configuration: https://youtu.be/hp7rbNGdwrY
03 Application Designer: https://youtu.be/BN9mAbmnfFk
04 Application Designer (advanced): https://youtu.be/xZWeK3XMMnE
05 Workflow Designer: https://youtu.be/lL22WwOYD8I
06 Automation Scripting: https://youtu.be/K7SJkatMOvA
(Bonus) All Maximo standard functionality: https://youtu.be/GB6n7oprP5A

*NOTE* for tutorials in English, please read this newer post

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